Tax Manager - High Net Worth

Tax Manager - High Net WorthHIGHLIGHTS Location: Solana Beach, CA, US (Onsite or Hybrid)  Position Type:Direct Hire Hourly / Salary: BOEResidency Status:US Citizen or Green Card Holder ONLYOverviewIf you are energized by the strategic side of taxation as much as the technical execution, this Tax Manager –High-Net-Worth role offers the opportunity to deliver sophisticated tax advisory and wealth transition planning services. You will partner with high-net-worth individuals, families, and their advisors to navigate complex individual income tax, fiduciary tax, gift tax, and estate tax matters, while providing leadership within a collaborative public accounting environment.This role blends advanced tax compliance, estate and trust planning, client relationship management, and team leadership, with meaningful exposure to multi-generational wealth strategies and business succession planning.Key ResponsibilitiesYour work will combine technical expertise, advisory strategy, and leadership oversight, including:

• Prepare and review complex federal and state tax returns for high-net-worth individuals, trusts, estates, partnerships, corporations, and nonprofit organizations
• Oversee fiduciary income tax (Form 1041), individual income tax (Form 1040), estate tax (Form 706), and gift tax (Form 709) engagements
• Evaluate tax positions across individuals, trusts, and estates to identify tax planning opportunities, income distribution strategies, and estate preservation solutions
• Lead full-cycle tax compliance and tax planning engagements, ensuring adherence to IRS regulations and quality control standards
• Interpret estate planning documents, trust agreements, and succession planning instruments to align tax strategies with legal structures
• Conduct and document technical tax research on complex trust, estate, and wealth transfer issues
• Collaborate with attorneys, financial advisors, and internal teams on business succession planning, cash flow modeling, charitable giving strategies, and private foundation compliance
• Provide proactive client advisory services, delivering clear guidance on wealth transfer, risk mitigation, and tax efficiency
• Review workpapers, mentor staff, and support performance development to strengthen technical competency and engagement management skills
• Contribute to business development initiatives, including proposal development, client relationship expansion, industry research, and professional networking

Qualifications

• Bachelor’s degree in Accounting
• Active CPA license required;JD or Enrolled Agent (EA) certification also considered
• 5+ years of public accounting experience with a focus on high-net-worth tax compliance and estate planning
• Strong technical foundation in tax accounting principles, IRS regulations, fiduciary taxation, and wealth transfer tax law
• Demonstrated experience with individual income tax, estate and gift tax, trust taxation, and flow-through entity taxation
• Exposure to private foundations and nonprofit tax compliance preferred
• Ability to manage complex engagements with strong analytical skills, attention to detail, and risk assessment capability
• Excellent written and verbal communication skills, with the ability to translate complex tax concepts into practical client guidance
• Proven ability to build long-term client relationships and contribute to firm growth initiatives

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